mydays: Streamlining purchasing and sales processes
Success Story
The project
With mydays, experiences of all kinds can be given as gifts – from mystery dinners to romantic weekends. The company stands for inspiration, gift, experience and memory.
As part of the merge of Jochen Schweizer and mydays, there was a need to unite the processes of both brands in a central system. With expertise in process optimization and technical consulting, Salesfive developed the corresponding architecture.
Technologies
These technologies were used
Systems are only as good as the technology behind them. That’s why we rely on modern solutions from the Salesforce ecosystem for our customers’ digitization projects. The following technologies, among others, were used at mydays.
Conga
Conga Composer enables the automatic creation and customization of documents from Salesforce data.
”Salesfive managed a mammoth task for us. Uniting two major brands in one system that makes our employees’ work easier and at the same time increases their efficiency – that’s exactly how we envisioned the project result!”
Solution
The project success in detail
Harmonization of the processes and database of mydays and Jochen Schweizer on one platform. Partner and customer data from both brands in one central system led to a significant streamlining of purchasing and sales processes.
Requirements
– Joint CRM system for the merge of mydays and Jochen Schweizer
– Standardization and unification of processes
– Digitization of contracting
Customer benefits
– Two companies, the same partners: 360-degree view of all partners and customers in one system
– Clear mapping of purchasing and sales processes on a central platform
Solution
– Implementation of Agentforce Sales (formerly Sales Cloud)
– Integration of the Conga Composer documentation tool for automating manual document generation
– Support in the further development of the interface to the store system
– Unique Salesforce architecture that ensures the merging of the processes of both brands
Advantages for mydays
– Streamlined purchasing process through a merged experience partner base
– Standardized processes for managing two brands under one roof
– Created more efficiency in experiential shopping and incentive distribution
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